Spire Wealth Management’s AllianzIM U.S. Equity Buffer20 Aug ETF AUGW Stock Holding History

Spire Wealth Management’s Portfolio AUGW Stock Details AUGW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.66M	Buy	47,666 +5,174	+12%	+$179K	0.05%	305
2026 Q2	$1.45M	Sell	42,492 -31,098	-42%	-$1.04M	0.04%	332
2026 Q1	$2.37M	Buy	73,590 +370	+0.5%	+$12K	0.08%	233
2025 Q4	$2.38M	Buy	73,220 +1,953	+3%	+$62.8K	0.08%	224
2025 Q3	$2.28M	Buy	71,267 +63,203	+784%	+$1.98M	0.08%	206
2025 Q2	$247K	Sell	8,064 -5,396	-40%	-$158K	0.01%	706
2025 Q1	$388K	Sell	13,460 -5,016	-27%	-$147K	0.01%	641
2024 Q4	$541K	Buy	+18,476	New	+$539K	0.02%	532

Other funds holding AUGW

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Access Financial Services Minneapolis, Minnesota $300M AUM 11.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Spire Wealth Management's AUGW Position: Q3 2026 in Review

Spire Wealth Management increased its AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) stake by 12% in Q3 2026, buying an estimated $179K and bringing the position to 47,666 shares worth $1.66M. The position accounts for 0.05% of the portfolio, ranked #305.

Spire Wealth Management first reported a position in AUGW in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q4 2025. 31 funds tracked by Wall St. Rank hold AUGW as of Q3 2026.

Spire Wealth Management held 47,666 shares of AllianzIM U.S. Equity Buffer20 Aug ETF worth $1.66M as of Q3 2026.
Spire Wealth Management bought 5,174 AllianzIM U.S. Equity Buffer20 Aug ETF shares in Q3 2026, an estimated $179K.
AllianzIM U.S. Equity Buffer20 Aug ETF made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #305 holding.
Spire Wealth Management first reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF in Q4 2024 and has held it in 8 quarters since.
Spire Wealth Management's AllianzIM U.S. Equity Buffer20 Aug ETF position peaked at $2.38M in Q4 2025.
31 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Aug ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.